Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Boston Trust Walden SMID Cap WASMX
- NAV / 1-Day Return 23.83 / −0.50 %
- Total Assets 256.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.45%
- Turnover 24%
USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 11:42 PM GMT+0
Morningstar’s Analysis WASMX
Will WASMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Northern Institutional Treasury Premier | 2.57 | 6.3 Mil | Cash and Equivalents |
Applied Industrial Technologies Inc | 2.37 | 5.8 Mil | Industrials |
TopBuild Corp | 2.32 | 5.6 Mil | Industrials |
Waters Corp | 2.28 | 5.6 Mil | Healthcare |
IDEX Corp | 2.26 | 5.5 Mil | Industrials |
BJ's Wholesale Club Holdings Inc | 2.14 | 5.2 Mil | Consumer Defensive |
AptarGroup Inc | 2.04 | 5.0 Mil | Healthcare |
SEI Investments Co | 1.99 | 4.8 Mil | Financial Services |
Qualys Inc | 1.96 | 4.8 Mil | Technology |
Nordson Corp | 1.95 | 4.8 Mil | Industrials |